Branch Reporting - Financial - Quotes

Accessing the Reporting Module

To begin:

1. Click on ‘Reporting’ at the top-right of your Rave screen.

2. Depending on your permission level, you will see tabs for:

   • Company

   • Branch

   • Salesperson

For this guide, we are focusing on the Branch tab.

Navigating to FINANCIAL Reports

1. In the Reporting Module, click on the Financial tab (left-hand side).

2. You will now see a list of available Financial reports.

3. The Quotes report is the one you need for this guide

The Quote/Variation Quote Report provides a complete record of all Quotes and Variation Quotes submitted within your selected date range.

Date Range Options:

You can select from predefined date ranges or use the custom date option to specify your own range.

Report Details:

The report includes key information such as:

• Project Reference and Contract Name
  

• Site Address

• Quote/Variation Quote Reference

• Category and, if applicable, Subcategory

• Supplier

• Status (Pending, Approved, Approved in Estimate)

• Created Date and Expiry Date

• Total Amount (both including and excluding GST)

Additional Features:

• Print or Export: Easily print the report or export it to a CSV file for further analysis.

Note: If you require a line-item breakdown, we recommend using the Detailed Transaction Report (available at branch level only). Click here to view the Article 

Tip: Due to its width, this report is often easier to review when downloaded as a CSV and opened in a spreadsheet tool like Excel or Google Sheets.